PREFERRED WEALTH MANAGEMENT - Key Persons
Job Titles:
- Registered Representative
Don has been in the financial services industry since 1989. He has passed the FINRA Series 6 (Investment Company and Variable Contracts Representative), 22 (Direct Participation Program Representative), 63 (Uniform Securities Agent State Law) and 65 (Uniform Registered Investment Adviser Law) exams and has Life, Health & Accident, and Variable Life/Annuities insurance licenses.
Henry has been in the financial services industry since 2000. He has passed the FINRA Series 7 (General Securities Representative) and 66 (Uniform Registered Investment Adviser Law) exams and has Life and Health & Accident insurance licenses.
Job Titles:
- CEO, Preferred Financial Group, Preferred Wealth Management, Preferred Group
Jeffrey Zupancic has been actively involved in the financial services industry since 1994, when he was inspired by his father's example to help people fulfill their dreams by accomplishing their financial goals. With many years of experience in corporate management, as CEO Jeff oversees the goals and processes of all three firms, guiding the unified vison and setting the standards for the unparalleled level of concierge care every client receives.
Honest, open, direct, and approachable are the words that best describe Jeff's leadership and interaction with clients and those on his team. Calm and level-headed, Jeff likes to simplify complex situations and topics so they are easy to grasp. Clients clearly understand how much he cares through the extraordinary level of concierge service he and his team provide. His greatest reward is helping clients achieve their personal financial goals and helping financial advisors achieve their professional goals.
Originally from the Midwest, Jeff now makes his home in Phoenix where he loves the weather, the mountains, and the cultural diversity. In his leisure time Jeff enjoys golf, travel, water sports, and spending time with family and friends-including his four-legged friend, Levi the Lab, Director of Morale.
Jim has been in the financial services industry since 1989. He has passed the FINRA Series 6 (Investment Company and Variable Contracts Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law) and 65 (Uniform Registered Investment Adviser Law) and has Life, Health & Accident, and Variable Life/Annuities insurance licenses and has earned the CLU and ChFC designations.
Job Titles:
- Registered Representative
Kathy has been in the financial services industry since 1989. She has passed the FINRA Series 6 (Investment Company and Variable Contracts Representative), and 63 (Uniform Securities Agent State Law) exams and has Life, Health & Accident, and Variable Life/Annuities insurance licenses.
Nancy Swanson maintains a consistent focus on the needs of each client. As a financial advisor, she listens well and creates individually customized financial plans for each client, targeted to help them fulfill their specific personal and financial goals. In her role as President of Preferred Wealth Management, Nancy develops new business and explores potential recruiting opportunities for the firm.
The personal relationships Nancy builds with clients and the trust they place in her are some of the most rewarding aspects of her work. Her personal mission is to be kind and help others and she believes that close, trusting relationships are built on honesty and candor. Nancy's background in education gives her added insights to help her provide clear explanations of the complex topics that clients face.
Nancy has been in the financial services industry since 2004 and has passed various FINRA exams such as Series 6 (Investment Company Products and Variable Contracts Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Adviser Law) licenses as well as Life, Health & Accident, and Variable Life/Annuities insurance licenses. She grew up in Arizona and lives in Phoenix with her husband and two children. In her free time, Nancy supports her kids in their extracurricular activities of baseball, music, and acting. She and her family are also actively involved in supporting the Arizona Kidney Foundation and Alice Cooper's Solid Rock Teen Center. When she has time to relax, Nancy enjoys a good novel or hiking with friends and family.
Nancy Schneider oversees the general financial operation of the office and provides special assistance to CEO Jefferey Zupancic. She works with all clients and prospective clients, delivering exceptional care, thoroughness, and attention to detail as well as the ultimate in concierge-level service. Among clients and colleagues, Nancy is known for her trustworthiness, timely assistance, and efficient follow though.
Solving problems as she helps clients reach their financial goals and getting to know clients personally are some of the most rewarding aspects of Nancy's work. She enjoys the changing pace and constant opportunity for personal growth within the financial services industry, and in all that she does, Nancy strives to live a life of value.
Nancy has been in the financial services industry since 1990. She holds the FINRA Series 7 (General Securities Representative), 31 (Futures Managed Funds), 65 (Uniform Investment Adviser Law), and 63 (Uniform Securities Agent State Law) licenses as well as Life, Health & Accident, and Variable Life/Annuities insurance licenses. Raised in Cleveland, Ohio, Nancy made the move to Phoenix in the early 1980s to enjoy Arizona's beautiful weather. Outside the office, Nancy loves to cook and enjoys serving those in need by preparing and delivering meals and groceries as a Salvation Army volunteer. A dedicated dog lover, Nancy just rescued her fifth dog, making a wonderful addition to her household.
Paul has been in the financial services industry since 1995. He has passed the FINRA Series 6 (Investment Company and Variable Contracts Representative), and 63 (Uniform Securities Agent State Law) exams and has Life, Health & Accident, and Variable Life/Annuities insurance licenses. Paul received his bachelor's degree in Business from Arizona State University.
Job Titles:
- President of Preferred Financial Group
As President of Preferred Financial Group, Ross has responsibility for investments and customer service in addition to participating as an active member of the advisory team that meets directly with clients. Once financial plans are in place, he monitors client accounts and makes whatever changes are necessary.
Truthfulness and transparency form the foundation of the strong client relationships Ross has formed, built on trust earned through years of open and honest communications. He is dedicated to helping people accomplish their personal and financial goals and approaches client interactions with an open mind, acting as a counselor, to create financial plans that are fully customized to the client's needs.
Ross has been in the financial services industry since 1998 and holds the FINRA Series 6 (Investment Company and Variable Contracts Representative), 7 (General Securities Representative), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) licenses. He also holds Life, Health & Accident, and Variable Life/Annuities insurance licenses. Originally from Columbus, Ohio, Ross lives in Phoenix with his wife and three children. He enjoys working with kids and has coached basketball for 12 years. In his free time, Ross swims, hikes, and participates in other outdoor activities that allow him to enjoy the great weather and scenic beauty Phoenix offers.
Scott has been in the financial services industry since 1992. He has passed the FINRA Series 6 (Investment Company and Variable Contracts Representative), and 63 (Uniform Securities Agent State Law) exams and has Life, Health & Accident, and Variable Life/Annuities insurance licenses.